GWM
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GK Wealth Management’s First Bancorp FBP Stock Holding History

GK Wealth Management’s Portfolio FBP Stock Details FBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$553 Buy
+21
New +$587 ﹤0.01% 1476

Other funds holding FBP

MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

GK Wealth Management's FBP Position: Q3 2026 in Review

GK Wealth Management opened a new position in First Bancorp (FBP) in Q3 2026: 21 shares worth $553. The stake represents ﹤0.01% of the portfolio and ranks #1476 among its holdings.

9 funds tracked by Wall St. Rank hold FBP as of Q3 2026.

  • GK Wealth Management held 21 shares of First Bancorp worth $553 as of Q3 2026.
  • First Bancorp was a new GK Wealth Management position in Q3 2026.
  • First Bancorp made up ﹤0.01% of GK Wealth Management's portfolio in Q3 2026, its #1476 holding.
  • 9 funds tracked by Wall St. Rank held First Bancorp as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.